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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,834 | $86,050-89.7% | $189,758-95.3% | $94,015-90.6% |
| Participation rate | 77.8% | 68.9%+8.9pp | 79.8%-2.0pp | 70.8%+7.0pp |
| Annual return | 10.09% | 17.77%-7.7pp | 52.62%-42.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $638 | $2,819-77.4% | $4,767-86.6% | $2,790-77.1% |
| Participant deferral / active EE | $825 | $3,349-75.4% | $5,856-85.9% | $4,249-80.6% |
| Admin fee / account holder | $2,212 | $6,627-66.6% | $20,388-89.1% | $8,951-75.3% |